EWP
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Elevation Wealth Partners’s BHP BHP Stock Holding History

Elevation Wealth Partners’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.4K Hold
240
– – 0.01% 674
2026
Q2 		$20K Buy
+240
New +$19.9K 0.01% 595

Other funds holding BHP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Elevation Wealth Partners's BHP Position: Q3 2026 in Review

Elevation Wealth Partners held its BHP (BHP) position steady in Q3 2026 at 240 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #674.

Elevation Wealth Partners first reported a position in BHP in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Elevation Wealth Partners held 240 shares of BHP worth $20.4K as of Q3 2026.
  • Elevation Wealth Partners left its BHP share count unchanged in Q3 2026.
  • BHP made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #674 holding.
  • Elevation Wealth Partners first reported a position in BHP in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.